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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $548,210 | $115,225+375.8% | $100,712+444.3% | $138,895+294.7% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 14.51% | 40.35%-25.8pp | 33.27%-18.8pp | 145.39%-130.9pp |
| Employer contribution / active EE | $439 | $2,771-84.1% | $2,313-81.0% | $4,194-89.5% |
| Participant deferral / active EE | $1,300 | $4,699-72.3% | $4,085-68.2% | $6,396-79.7% |
| Admin fee / account holder | $36,870 | $10,844+240.0% | $9,256+298.3% | $12,562+193.5% |